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Email Personalization

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user69131
Rookie
0 Votes

When I send test emails out to my associates, we get the same personalized name, instead of our individual names. What am I doing wrong? Since I am currently unable to fix this problem, I have a generic greeting premade.

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William_A
Administrator
0 Votes

Hello @user69131 ,

 

When you preview your email, or send a test send, the contact detail (including subject line personalization and greeting tags) displays the personal information you provided for your own account to give you an idea of what your contacts will see. If the information isn't available to pull into your preview, or if you're using custom fields, the fallback text displays instead.

 

If you want your test individuals to see the personalization elements, you'll need to send it as a regular email directly to them (i.e. adding them to a list on their own, then sending the "test" email to that list).


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support

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1 REPLY 1
William_A
Administrator
0 Votes

Hello @user69131 ,

 

When you preview your email, or send a test send, the contact detail (including subject line personalization and greeting tags) displays the personal information you provided for your own account to give you an idea of what your contacts will see. If the information isn't available to pull into your preview, or if you're using custom fields, the fallback text displays instead.

 

If you want your test individuals to see the personalization elements, you'll need to send it as a regular email directly to them (i.e. adding them to a list on their own, then sending the "test" email to that list).


~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
William A
Community & Social Media Support
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